SoftBank sells 1.5% Meesho stake in $161M block deal
What's the deal? SoftBankDealroom has a profile for this one. Try Dealroom → is selling a 1.5% stake in Indian e-commerce firm Meesho through a bulk deal valued at Rs 1,435 crore (about $161 million). The sale, made via its SVF II Meerkat (DE) LLC entity, covers roughly 7 crore shares at a floor price of Rs 205 each — a 3% discount to the recent close on the National Stock Exchange.
Why now? The exit follows Meesho's public listing on December 10, 2025, and marks another liquidity event for an early institutional backer. BofA Securities IndiaDealroom has a profile for this one. Try Dealroom → and J.P. Morgan IndiaDealroom has a profile for this one. Try Dealroom → are managing the sale.
What Meesho does: The company runs an e-commerce marketplace and reported consolidated net revenue of Rs 9,389 crore for the year ending March 2025.
What could go wrong? Large sales by early investors add to floating stock and can create a supply overhang, pressuring the share price until other buyers absorb the volume. To limit that, the agreement carries a 60-day lock-up barring SoftBank from further sales.
Meesho also faces tax-related litigation reportedly valued at over Rs 2,000 crore, which could hit its cash flow if rulings go against it. Some brokerages have flagged questions over whether the platform can lift revenue from its large user base without slowing growth.
The signal: The stock's reaction — and whether other institutional holders follow — will show how the market weighs Meesho's valuation against its growth and profitability path.
Read more: whalesbook.com
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